Now Browsing: Onboarding

Mystification is typically not a word that I like to associate with a process – especially if the process involves my money. Unfortunately, “mystification” best-fits my mortgage experience. I started the journey towards my dream home with what looked like a path of gold stones in front of me. I would take a step and stumble backward disappointed because I realized it was fool’s gold. I constantly had to ask my Loan Officer the same four questions over and over…

In Part One of my epic mortgage experience, you got a small glimpse of my tendencies and personality. I clearly was frustrated with the amount of time wasted in the first few days of the process, but that frustration doesn’t compare to how irritating the next steps were.

Client Onboarding for Success: Five Pieces of Wisdom In 2016, 40% of consumers abandoned a bank application – one may call that an epidemic. Fill out the form below to read five pieces of wisdom from Steuart, a banking and financial services expert, about how to...

What does it truly mean to onboard trust and wealth management clients without limitations? It means no rules or circumstances will restrict you or inhibit you from doing something. It means if you’re not limited by anything, then you have the freedom to do everything.

All too often documents arrive in our inboxes that are many separate files or one huge file containing many documents. These kinds of files are difficult to organize and keep track of. Do you ever wish you could split or merge documents? How many of these instances below can you relate to?